When: 1st month of bQuest partnership | Duration to complete: < 1 hour

 1. Read the Advisor Longevity Planning Guide.    

2. Watch this 1-min video preview to see what care-seekers view once they log on to bQuest and this 3-min demo to learn how you can support them in real-time with the Care Navigator.  

3. Bookmark this Care Seeker Landing Page, which includes access to all bQuest services your clients may need.

It's that easy. You're ready to support your clients in more meaningful ways than ever before. 

When: During client meetings 

1.Review the Advisor Longevity Planning Guide, particularly the Advisor Framework on page 6. 

2. Add Longevity Planning to your recurring client meetings by sharing the Longevity Readiness Assessment with clients: 

- Before your client meeting as pre-work
- As an action item during your meeting
- As a follow-up after your meeting

3. Review assessment results if client opted to share. Direct them to focus on their top two areas for growth, as identified in the personalized action plan. 

4. Update cost projections when clients have known needs using the bQuest Cost Calculator. 

When: When client needs arise

1. Refer clients in need to the bQuest Navigator and provide them with this 1-page overview. Learn how to walk your client through the Navigator with the Care Guide demo.

2. For clients who would like 1:1 human support, refer them to the Care Concierge program (extra fee applies - either firm-sponsored or client-paid). Share the booking link here.

When: In conjunction with your marketing plan

Use the Advisor Accelerator, a complete prospecting toolkit to help you go beyond the portfolio and show up when it matters most. The Accelerator includes ready-to-use email sequences, social media posts and graphics, and expert webinar content, so you can spend less time creating and more time connecting.